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Lesson 12 of 27

Create a project

This video explains how to start a new project in the right workspace, with the modules the job needs, so people can begin work the same day.

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What you'll do

  1. On the Projects page, select New Project in your workspace.
  2. Type the Project Title and choose the modules - Docs, Scope and Verify all start ticked.
  3. Select Create. You land on the new project's team, already its manager.
  4. Open Docs and the Library to add your company's approved templates.

Why it matters

Because your standards live in the account, a new project starts ready. Setting every project up the same way makes its information quick to find and safe to rely on later.

Common questions

Why can't I create a project?

Only workspace administrators and account admins can. On a Free account you also stop at five projects, so archive a finished one to make room.

Can I change the modules later?

Yes. Open the project, select Settings and switch modules on or off.

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